TIPS CONCEPTS AND NEW IDEAS

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Updates on Government Oversight and Exemptions Regarding Prohibited Transactions in Self-Directed IRAs

A GAO study on exemptions regarding prohibited transactions in self-directed IRAs recommends greater collaboration on the process between DOL and IRS.

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Is that Education Savings Account Ready to go Back to School?

Investors can self-direct an education savings account to build a more diverse portfolio and gain better control over their return on investment.

Why Yes, Millennials are Saving for Retirement

Millennials are indeed saving for retirement, with many having already saved more than Generation X and on track to eclipse Baby Boomer retirement savings.

Including Cannabis Investments in a Self-Directed IRA

Cannabis-related investments may be included as an alternative asset in a self-directed retirement plan.

Next Generation Trust Company

The Next Generation of Self-Directed Retirement Plans

The neutral third-party professionals at Next Generation Trust Company expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. Founded on the philosophy that every person should have control over their own retirement plans, Next Generation Trust Company educates consumers and professionals about self-directed retirement plans and nontraditional investments, a strategy at one time reserved only for the very wealthy.

Next Generation Trust Company, a custodian of self-directed retirement plans, is a trust company chartered in South Dakota. Its sister firm, Next Generation Services provides comprehensive account administration and transaction support with Next Generation Trust Company acting as custodian for all accounts.

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“I have had a wonderful experience working with the Next Generation team. They have provided exceptionally superior service. Everyone I have come in contact has been pleasant, courteous and eager to help me.” –Joe L.

“My experience with Next Generation has been outstanding. I cannot give just one instance where Next Generation went the extra mile. They have always been there for me and helped me thru any issue I may have had. I would recommend Next Generation to anyone who is in search of a custodian.” –Joe N.

“My experience working with Next Generation is that they are the epitome of professionalism.” –Anthony C.

“So many companies today don’t seem focused on customer service, but every interaction I have with NG feels like there’s a team of people just waiting to take care of my transaction personally. As a realtor helping buyers, each transaction I’ve done feels like it’s getting top priority treatment.” –Susan K.

“Everyone I’ve ever spoken to on the phone and who have helped me at the office have been very helpful and knowledgeable, professional and pleasant.” –Bettina S.